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AI Memory & HBM

High-bandwidth memory sits beside the processor in an AI accelerator and feeds it data fast enough to keep the compute busy. Supply is concentrated among a few memory makers, which makes the group a tight bottleneck on AI build-out.

12 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
301	Aperio Group Sausalito, California	$2.64M	+$2.38M	2	0.06%	New
302	CIBC World Market Toronto, Ontario, Canada	$2.58M	+$2M	1	0.01%	New
303	CCM Credo Capital Management Baltimore, Maryland	$2.58M	+$2.63M	1	1.99%	New
304	Nordea Investment Management Stockholm, Sweden	$2.56M	+$2.23M	2	0.02%	New
305	OCM Oskie Capital Management New York	$2.54M	+$1.96M	1	0.77%	New
306	NRS Neville Rodie & Shaw New York	$2.53M	+$1.96M	1	0.31%	New
307	Janus Henderson Group London,	$2.49M	+$2.13M	2	0.03%	New
308	AL Airain Ltd St. Peter Port, Guernsey	$2.46M	+$2.5M	1	0.37%	New
309	COI Connable Office Inc Kalamazoo, Michigan	$2.43M	+$1.88M	1	0.69%	New
310	QS Batterymarch Financial Management New York	$2.4M	+$1.89M	2	0.05%	New
311	Aberdeen Asset Management Aberdeen, United Kingdom	$2.4M	+$2.05M	2	0.01%	New
312	Zurich Cantonal Bank Zurich, Switzerland	$2.33M	+$1.89M	2	0.08%	New
313	Knight Capital Group	$2.28M	+$2.3M	2	0.04%	New
314	Verition Fund Management Greenwich, Connecticut	$2.28M	+$2.33M	1	0.42%	New
315	AGC Angelo Gordon & Co New York	$2.27M	+$2.32M	1	0.16%	New
316	Two Sigma Investments New York	$2.27M	+$1.92M	2	0.02%	New
317	Panagora Asset Management Boston, Massachusetts	$2.27M	+$1.96M	4	0.01%	New
318	Mutual of America Capital Management New York	$2.24M	+$1.92M	2	0.07%	New
319	TCM Tygh Capital Management Portland, Oregon	$2.22M	+$2.26M	1	0.49%	New
320	ZCM Ziegler Capital Management Chicago, Illinois	$2.22M	+$2.26M	1	0.24%	New
321	EI EAM Investors Solana Beach, California	$2.2M	+$1.91M	1	0.48%	New
322	Baker Avenue Asset Management San Francisco, California	$2.19M	+$2.24M	1	0.54%	New
323	HMS Hanseatic Management Services Albuquerque, New Mexico	$2.18M	+$1.68M	1	1.31%	New
324	GMCM Gruber & McBaine Capital Management San Francisco, California	$2.15M	+$1.66M	1	0.73%	New
325	Tokio Marine Asset Management Tokyo, Japan	$2.12M	+$1.85M	2	0.13%	New